LUMN icon

Lumen
LUMN

Overview Fund Activity

761 hedge funds and large institutions have $17.4B invested in Lumen in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
+32
Holders Change %
+4.39%
% of All Funds
17.43%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.48%
New
98
Increased
290
Reduced
255
Closed
62
Calls
$218M
Puts
$447M
Net Calls
-$229M
Net Calls Change
-$106M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$78.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$68.4M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$27.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$24.6M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$24.3M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$292M
2
Bank of America
Bank of America
North Carolina
-$85.8M
3
Norges Bank
Norges Bank
Norway
-$69.8M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$61.6M
5
SAM
Southeastern Asset Management
Tennessee
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
551
Bedel Financial Consulting
Indiana
$175K +$987 +47 +0.6%
AWM
552
AllSquare Wealth Management
New York
$172K +$10.6K +500 +7%
NIMI
553
Natixis Investment Managers International
France
$168K -$296K -13,947 -64%
PCG
554
Private Capital Group
Connecticut
$166K -$18.5K -876 -10%
AF
555
Advisornet Financial
Minnesota
$163K +$26.8K +1,262 +20%
DAL
556
David A. Lorber
$161K -$49K -2,312 -23%
FWM
557
Focused Wealth Management
New York
$160K -$78.5K -3,700 -33%
CHC
558
City Holding Co
West Virginia
$146K -$14.8K -700 -9%
PA
559
Parallel Advisors
California
$128K -$761 -36 -0.6%
AWM
560
Avior Wealth Management
Nebraska
$121K +$26.3K +1,237 +28%
QCG
561
Quadrant Capital Group
Ohio
$118K – – –
PMAM
562
Picton Mahoney Asset Management
Ontario, Canada
$106K +$106K +5,000 New
ACS
563
Archford Capital Strategies
Illinois
$105K -$16.7K -787 -14%
CLOS
564
Compagnie Lombard Odier SCmA
Switzerland
$104K – – –
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$102K +$42 +2 +0%
OIA
566
OneDigital Investment Advisors
Kansas
$100K -$3.22K -152 -3%
RFM
567
Royal Fund Management
Florida
$94K -$17.7K -845 -16%
EFSCE
568
Enterprise Financial Services Corp (EFSC)
Missouri
$89K +$17K +799 +24%
MWM
569
MinichMacGregor Wealth Management
New York
$88K +$84.3K +3,944 +2,267%
AAP
570
Arax Advisory Partners
Colorado
$87K +$87K +4,110 New
Bessemer Group
571
Bessemer Group
New Jersey
$86K -$44.8K -2,101 -34%
TNBTD
572
Trustmark National Bank Trust Department
Mississippi
$85K +$85K +3,995 New
CBT
573
Capital Bank & Trust
California
$84K -$21.3K -1,000 -20%
FMLI
574
Fukoku Mutual Life Insurance
Japan
$83K – – –
EWM
575
Endurance Wealth Management
Rhode Island
$83K – – –
21 22
23
24 25